Purchases and Sales Made in Q1 2024 in Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD SPECIALIZED FUNDS VAN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
61+ 5.25% |
$5.04K - $5.44K
|
1.22K
$109K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
60+ 2.31% |
$4.95K - $5.35K
|
2.66K
$238K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
59New |
$4.87K - $5.26K
|
59
$5.28K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
58+ 0.95% |
$4.79K - $5.17K
|
6.13K
$548K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
55+ 0.36% |
$4.54K - $4.9K
|
15.3K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
54+ 117.39% |
$4.46K - $4.81K
|
100
$8.94K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
53+ 0.22% |
$4.38K - $4.72K
|
24.6K
$2.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
52+ 0.32% |
$4.29K - $4.63K
|
16.3K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
50+ 0.19% |
$4.13K - $4.46K
|
26.7K
$2.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
49+ 0.85% |
$4.05K - $4.37K
|
5.85K
$523K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
49+ 0.56% |
$4.05K - $4.37K
|
8.75K
$782K
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
47+ 0.49% |
$3.88K - $4.19K
|
9.59K
$857K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
47+ 0.62% |
$3.88K - $4.19K
|
7.64K
$683K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
46+ 0.07% |
$3.8K - $4.1K
|
62.9K
$5.63M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
44+ 1100.0% |
$3.63K - $3.92K
|
48
$4.29K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
43+ 1.67% |
$3.55K - $3.83K
|
2.62K
$234K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
43+ 0.8% |
$3.55K - $3.83K
|
5.42K
$485K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
41+ 0.38% |
$3.39K - $3.65K
|
10.7K
$957K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
40+ 2.12% |
$3.3K - $3.56K
|
1.93K
$172K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
40+ 0.25% |
$3.3K - $3.56K
|
16K
$1.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
39+ 0.98% |
$3.22K - $3.48K
|
4.02K
$360K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
37+ 0.47% |
$3.06K - $3.3K
|
7.85K
$702K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
37New |
$3.06K - $3.3K
|
37
$3.31K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
37+ 0.84% |
$3.06K - $3.3K
|
4.42K
$395K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
35+ 1.33% |
$2.89K - $3.12K
|
2.67K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
33+ 0.84% |
$2.73K - $2.94K
|
3.95K
$353K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
32+ 0.53% |
$2.64K - $2.85K
|
6.1K
$546K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
32+ 3.58% |
$2.64K - $2.85K
|
926
$82.8K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
31+ 0.87% |
$2.56K - $2.76K
|
3.59K
$321K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
30+ 0.89% |
$2.48K - $2.67K
|
3.41K
$305K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
29+ 0.14% |
$2.39K - $2.58K
|
21.5K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
29+ 0.84% |
$2.39K - $2.58K
|
3.48K
$311K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
26+ 0.45% |
$2.15K - $2.32K
|
5.77K
$516K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
26+ 0.38% |
$2.15K - $2.32K
|
6.81K
$609K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
25+ 0.58% |
$2.06K - $2.23K
|
4.31K
$385K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
24+ 0.91% |
$1.98K - $2.14K
|
2.65K
$237K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
24+ 0.27% |
$1.98K - $2.14K
|
8.93K
$798K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
24+ 0.85% |
$1.98K - $2.14K
|
2.85K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
23+ 14.29% |
$1.9K - $2.05K
|
184
$16.5K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
23+ 0.72% |
$1.9K - $2.05K
|
3.2K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
20+ 0.16% |
$1.65K - $1.78K
|
12.7K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
19+ 0.41% |
$1.57K - $1.69K
|
4.66K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
18+ 0.63% |
$1.49K - $1.6K
|
2.89K
$258K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
17+ 0.35% |
$1.4K - $1.52K
|
4.83K
$432K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17+ 1.25% |
$1.4K - $1.52K
|
1.37K
$123K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
17+ 0.26% |
$1.4K - $1.52K
|
6.59K
$589K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
17+ 1.72% |
$1.4K - $1.52K
|
1.01K
$90.1K
|
|
|
May 10, 2024
Q1 2024
|
Resolute Advisors LLC
|
BUY
|
- |
16+ 0.34% |
$1.32K - $1.43K
|
4.72K
$422K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.64% |
$1.24K - $1.34K
|
2.37K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
15+ 0.46% |
$1.24K - $1.34K
|
3.26K
$291K
|